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Professional Financial Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Professional Financial Advisors’s Portfolio DFAX Stock Details DFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,101
Closed -$21K – 165
2022
Q3 		$21K Hold
1,101
– – 0.01% 219
2022
Q2 		$24K Hold
1,101
– – 0.01% 210
2022
Q1 		$27K Hold
1,101
– – 0.01% 206
2021
Q4 		$29K Buy
+1,101
New +$28.8K 0.01% 219

Other funds holding DFAX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Professional Financial Advisors's DFAX Position: Q4 2022 in Review

Professional Financial Advisors sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q4 2022, closing a stake of 1,101 shares — an estimated $21K sold.

Professional Financial Advisors first reported a position in DFAX in Q4 2021 and held it in 4 quarters. The position peaked at $29K in Q4 2021. 369 funds tracked by Wall St. Rank hold DFAX as of Q4 2022.

  • Professional Financial Advisors reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 1,101 Dimensional World ex US Core Equity 2 ETF shares in Q4 2022, an estimated $21K.
  • Professional Financial Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and held it in 4 quarters.
  • Professional Financial Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $29K in Q4 2021.
  • 369 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.